Lisa
My feedback
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5 votesLisa
shared this idea
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11 votes
An error occurred while saving the comment Lisa
supported this idea
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37 votesLisa
supported this idea
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34 votesLisa
supported this idea
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51 votes
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Lisa
supported this idea
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62 votesLisa
supported this idea
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32 votes
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An error occurred while saving the comment Lisa
commented
YES!!!! The last update removed the ability to choose the day of the week for annual recurring events. Now we have things showing up on weekends. Having the ability to skip holidays and weekends would solve this issue. Since there is similar functionality on workflow tasks, it seems like this should be a no-brainer!
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9 votes
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329 votes
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An error occurred while saving the comment Lisa
commented
We type all of our appointment notes into the activity description before completing. I can't tell you how many times I have been in the middle of that process and get interrupted with a call or question and end up leaving that screen without saving first.
PLEASE either add a Saved as Draft option, an Auto Save feature, or at least a notification pop-up that asks if you want to leave without saving!!!
Lisa
supported this idea
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54 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Lisa
supported this idea
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An error occurred while saving the comment Lisa
commented
An enhancement that would at least offer a "do you want to save changes" prompt would be EXTREMELY helpful! I can't tell you how many times I have been entering appointment notes and something else comes up. Even though I intent to open a in a new window, habit just has me typing a name in the search box and hitting enter - then it's too late! Some type of prompt to "Save Changes" would be a game changer!!
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107 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Lisa
supported this idea
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364 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Lisa
commented
I am a newer user, and am not familiar with the previous version, but we struggle with this issue as well.
It would be great to see due dates populate based on the completion date of the previous step. I have missed several workflow tasks because they never showed up on my "Today" screen because it didn't get to my step until after the assigned due date.
Another help would be to have the option to see Past Due task filtering on "Workflows Due Today"
Lisa
supported this idea
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167 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Lisa
supported this idea
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76 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Lisa
supported this idea
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315 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Lisa
commented
Totally agree! I am a former Salesforce user, and we created a Custom Field for "Review Month" and it was a picklist with all the months.
Even better would be to tie this to a Client Review workflow, that would create a task for my admin to call the client to schedule a review appointment
Lisa
supported this idea
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37 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Lisa
supported this idea
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564 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Lisa
supported this idea
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66 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Lisa
supported this idea
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756 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Lisa
supported this idea
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345 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Lisa
supported this idea
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An error occurred while saving the comment Lisa
commented
We cover several office locations. A "Preferred Location" would be great!
Our work around has been to create duplicate workflows for each advisor, but it's a big pain and a ton of extra work. This solution make so much more sense!